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The Wealth Preservation Institute

(269) 216-99783260 S Lakeshore Dr, Saint JosephMI 49085-9290http://www.thewpi.org

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BBB Accreditation

The Wealth Preservation Institute is not BBB Accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

This business has no rating because BBB has information indicating it is out of business.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on The Wealth Preservation Institute

Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 09/08/2010Business started: 01/23/2005
Type of Entity

Limited Liability Company

Contact Information
Principal: Mr. Roccy M. Defrancesco Jr. (President)
Number of Employees

1

Business Category

Investment Advisory Service, Educational Consultants

Products & Services

This company offers education and certification of advisors who want to learn how to give financial advise to affluent clients or clients who need help with Medicaid. CWPP, CAPP and/or CMP courses are offered.

Alternate Business Names
Roccy M. Defrancesco, Jr., The Wealth Preservation Group, LLC

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.